Tag Archives: Portfolio Planning


Last Minute Things To Do Before Year End (Ep.8)

The year is almost over and that means it’s time to focus on those things you might have been pushing off until these final months of the year. 

In this episode, Matthew Blecker outlines five key processes you might want to consider revisiting before the year end. He explains how having enough money in the bucket is important when riding out any bear market in stocks or bonds and making sure you are protected in the case where the economy takes a big hit. 

Matthew discusses: 

  • Which of your buckets should be refilled and maintained going into 2023
  • The importance of rebalancing your portfolio on a timely basis 
  • How you can adapt your portfolio to the tax bracket you are in for more effective planning
  • And more

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